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JAQIX vs. QQQ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between JAQIX and QQQ is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

JAQIX vs. QQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Janus Henderson Asia Equity Fund (JAQIX) and Invesco QQQ (QQQ). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


JAQIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

QQQ

YTD

1.69%

1M

7.77%

6M

2.15%

1Y

15.88%

3Y*

19.78%

5Y*

18.08%

10Y*

17.69%

*Annualized

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Janus Henderson Asia Equity Fund

Invesco QQQ

JAQIX vs. QQQ - Expense Ratio Comparison

JAQIX has a 1.05% expense ratio, which is higher than QQQ's 0.20% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

JAQIX vs. QQQ — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JAQIX
The Risk-Adjusted Performance Rank of JAQIX is 44
Overall Rank
The Sharpe Ratio Rank of JAQIX is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of JAQIX is 44
Sortino Ratio Rank
The Omega Ratio Rank of JAQIX is 44
Omega Ratio Rank
The Calmar Ratio Rank of JAQIX is 44
Calmar Ratio Rank
The Martin Ratio Rank of JAQIX is 44
Martin Ratio Rank

QQQ
The Risk-Adjusted Performance Rank of QQQ is 5353
Overall Rank
The Sharpe Ratio Rank of QQQ is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of QQQ is 5252
Sortino Ratio Rank
The Omega Ratio Rank of QQQ is 5151
Omega Ratio Rank
The Calmar Ratio Rank of QQQ is 5959
Calmar Ratio Rank
The Martin Ratio Rank of QQQ is 5252
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

JAQIX vs. QQQ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Asia Equity Fund (JAQIX) and Invesco QQQ (QQQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.



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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

JAQIX vs. QQQ - Dividend Comparison

JAQIX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.58%.


TTM20242023202220212020201920182017201620152014
JAQIX
Janus Henderson Asia Equity Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.35%12.87%0.00%0.00%
QQQ
Invesco QQQ
0.58%0.56%0.62%0.80%0.43%0.55%0.74%0.91%0.84%1.06%0.99%1.41%

Drawdowns

JAQIX vs. QQQ - Drawdown Comparison


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

JAQIX vs. QQQ - Volatility Comparison


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